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14 Manage New Product and Service Introduction: Manage Supplier Collaboration

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This chapter contains the following:

Managing Item Supplier Site Organization Associations: Explained

Managing Supplier Access: Explained

FAQ for Manage Supplier Collaboration

Managing Item Supplier Site Organization Associations: Explained

Managing item supplier site organization associations involves creating associations between items, supplier sites and organizations, updating these associations, and deleting the associations.

You create item supplier site organization associations while creating or editing an item. From the Item Details page, select the Association tab and then the Supplier Site Organizations sub tab.

Assigning Supplier Sites to the Master Organization

On Supplier Site Organization associations table, click the Create icon. Alternatively you can select Create from Action Menu. The Select and Add Supplier Site Organization Associations dialog appears.

Note, if you want to create supplier site association with only a master organization, leave the Assign to Master Organization Only checkbox selected.

Once the selected supplier sites are added to the base table, save the associations.

Assigning Supplier Sites to Other Organizations

Next, you can assign one or more supplier sites (assigned to master organizations) to other (child) organizations.

You can only assign the supplier sites to the organizations to which the item is assigned.

Select multiple rows of supplier sites and click Assign Organizations to assign all the selected supplier sites to organizations. The Search and Select Organizations dialog box appears.

The selected supplier sites that will be assigned to organizations will be listed in this dialog.

Search organization to which you want to associate the supplier sites and select one or more organizations.

Click Done to add the organization associations to the base table.

Save the associations.

Assigning Supplier Sites to Master Organization and Other Organizations

You can assign supplier sites to a master organization and other organizations in a single flow.

Click on Create icon.

On the Select and Add Supplier Site Organization Associations dialog, clear the Assign to Master Organization Only check box.

Then search for supplier sites, select one or more supplier sites and select Next. The Search and Select Organizations dialog box appears. The supplier sites selected in the previous window will be listed in this dialog for your reference.

To add the organization associations to the base table, search for Organizations and select one or more organizations and then click Done.

Save the associations.

Temporarily Suspending an Item Supplier Site Organization Association

If you want to temporarily suspend an item supplier site organization association, you can set the status of the association to inactive. You can revert it to active status at any point. You can change the status of multiple associations simultaneously by selecting multiple rows of the supplier site organization association table, selecting their status from the edit status list of values and clicking the change button.

Specifying Primary Site for an Item Organization

To specify which supplier site is primary for an item organization use the primary flag. There can be only one primary supplier site for one item organization combination.

Save your updates.

Deleting Item Supplier Site Organization Associations

You can add the associations to a new delete group or any existing delete group. The associations will be deleted completely, when the delete group is executed.

Managing Supplier Access: Explained

From the Manage Items page, select an item and open the Details page. Then select Item Peoples tab.

Item grants to supplier users can be managed at the item level. This gives you granular control in providing supplier users access to one or more items on an ad-hoc basis.

Note

Grants to supplier users can be maintained at the item class (as instance set level grants) if supplier users need access to all items within an item class.

FAQ for Manage Supplier Collaboration

What's the difference between item supplier associations and the approved supplier list?

Item supplier associations can tell you which supplier and (or) supplier location supply an item.

The approved supplier list tells you whether the supplier is approved.


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